Active Clients

Open Clients > Active Clients to find clients that have not been archived. Use the table search to narrow the list, then click a client number, company or name to open the record.

Add or update a client

1. Click the plus button above the client table. You need permission to add clients.
2. Enter the client's contact and address details. Include the company details where appropriate.
3. If you are setting up client-portal access, enter the login details carefully. A username that has already been used cannot be reused; the client can be created with a message asking you to choose another username.
4. Save the new client.

On an existing record, use Client Details to change contact information and click Update Client. You need permission to update clients. Check the invoice email address in particular; the field allows multiple addresses separated by semicolons.

The other tabs show Quotes, Projects, Files, Invoices and Comms for that client. These provide a way to review the client's history before adding another record or sending a message.

Import clients

Click Import Clients above the table and download the supplied import template. Populate a copy with the clients you want to import. Keep the template's column names exactly as supplied: unrecognised column names are ignored.

Choose the completed spreadsheet under Select Import File and click Import Clients. The import is queued, and the page reports that you will be emailed when it is complete. The upload must contain data and be readable as a spreadsheet. Check the resulting client list after completion before importing the same file again.

To remove a client from the active list while retaining the record, see Archived Clients.